Managing Suppliers
How to add and manage your product suppliers and vendors for purchase ordering.
What is a Supplier?
A supplier (also called a vendor) is a company or person you buy products from to stock your stores. Keeping supplier records in Cashvio helps you manage purchase orders and track costs.
Adding a Supplier
- Go to Suppliers > All Suppliers in the sidebar, or use the Add Supplier quick action from the Dashboard.
- Click Add Supplier.
- Fill in the details:
| Field | Description |
|---|---|
| Company Name | The supplier's business name |
| Contact Person | Name of your contact at the supplier |
| Supplier's email address | |
| Phone | Supplier's phone number |
| Address | Supplier's address |
| Tax ID | Supplier's tax registration number (optional) |
| Payment Terms | How and when you pay the supplier (optional) |
- Click Save.
Viewing Your Suppliers
The Suppliers page shows a list of all suppliers:
| Column | Description |
|---|---|
| Supplier Name | Company name |
| Contact email | |
| Phone | Contact phone |
| Purchase Orders | Number of POs with this supplier |
Use the search bar to find suppliers by name, email, or phone.
Supplier Details
Click on a supplier to see:
- Contact information — Full address, email, phone, and tax ID
- Purchase orders — List of all purchase orders with this supplier
- Payment history — Record of payments to this supplier
Editing a Supplier
- Open the supplier details.
- Click Edit.
- Update the information.
- Click Save Changes.
Deleting a Supplier
- Open the supplier details.
- Click Delete from the actions menu.
- Confirm the deletion.
Tip
Set up your suppliers before creating purchase orders. This allows you to quickly select a supplier when placing a new order.